OVERVIEW
Why Invest?
Investment is the means by which you create wealth, grow your capital, convert capital into income, increase income and also preserve capital against inflation. People invest for wealth, retirement, home improvement, children’s college education and for uncertainties.
Selecting
the Right Investment
Selecting the right investment that meets
an individual’s risk-return objective
requires a lot of hard work, time, experience
and continuous monitoring of the finance
industry and the individuals portfolio,
to ensure that capital is not eroded.
Without the right experience and information
it is extremely difficult to manoeuvre
through the maze and manage your investment
to yield maximum returns.
SAS Investment Management (SAS-IM) offers you the Private Portfolio Investment Management Service (PPIMS).
Private Portfolio
Investment Management Service (PPIMS)
PPIMS is a customised investment plan
designed specifically to meet the individual
client’s unique investment objective.
Knowing Our Client::
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We help our client identify and
define his/her investment objective.
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We assess our client’s attitude
towards risk.
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We define our client’s investment
profile based on an ongoing interaction.
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We build a customised portfolio
that meets the client’s unique profile
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We continuously communicate with
our clients to ensure the changes in his/her
profile are reflected in the portfolio
structure.
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Personal Management
You are assigned an experienced personal
investment manager who continuously monitors
the investment market vis-à-vis
your investment objectives on all new
opportunities and development and attends
to your individual investment needs at all times.
Reporting and Communication
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Managed clients receive detailed
monthly valuation statements and transaction
statements, highlighting details of all
transactions, book value and current value
of investment holdings.
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Clients receive contract notes
for all purchases and sales transaction.
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In addition, clients receive a
monthly summary of all developments in
the financial market.
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Active Advisory
Service
The Personal Investment Manager will continuously
monitor your portfolio, balance and rebalance
your portfolio, advice on all new developments
and answer all questions.
Financial
Privacy
The client is assured of privacy as his
portfolio is professionally managed and
held in a discrete manner. Clients are
given “nominees accounts”
to ensure confidentiality that information
is only known by SAS-IM.
Convenience
Your personal Investment Manager will
undertake all administrative procedures
on your behalf and will have the discretion
of signing for transactions on your behalf
to enable you take advantage of market
opportunities.
How
Do I Start?
If you require any further information
or you are ready to start investment through
PPIMS please contact the Investment Manager,
SAS-Investment Management.
